Why professionals partner with us

Referral partnerships work best when they're genuinely useful to your clients, not just a transaction between businesses. When you introduce a client to us, we take on the entire finance process — from the first conversation through to settlement — and keep you informed at every stage, so you can stay focused on what you do best while your client is properly looked after.

Who we typically partner with

  • Real estate agents and property managers
  • Accountants and bookkeepers
  • Financial planners and wealth advisers
  • Solicitors and conveyancers
  • Other business owners with clients who regularly need finance

How it works

  • You introduce your client, whenever it's relevant for them — no minimum volume or pressure
  • We manage the entire finance process and keep you updated on progress
  • Any referral or commercial arrangement is discussed and confirmed directly with you before anything is formalised — nothing sensitive is handled through this website
  • We look to refer clients back to trusted partners for services outside our scope, so it works both ways
General information only. This page is general in nature. New Vision Financial Services provides credit assistance as a credit representative under Australian Credit Licence 384704. Any referral or commercial arrangement between New Vision Financial Services and a referral partner is subject to separate terms agreed directly between the parties, and nothing on this page constitutes an offer of such an arrangement.

Frequently asked

Who can become a referral partner?

We work with professionals whose clients regularly need finance alongside their core service — real estate agents, accountants, financial planners, solicitors and conveyancers, and other business owners with relevant client bases.

How does the referral process work?

You introduce your client to us, we manage the entire finance process from initial conversation through to settlement, and we keep you informed along the way. Full referral terms and any applicable arrangement are confirmed directly with you before anything is formalised.

Do you refer clients back to partners?

Yes — we aim for genuine two-way relationships, referring our own clients to trusted partners for services outside our scope, such as conveyancing, financial planning or real estate.

Is there a cost to become a partner?

There's no cost to register interest or have an initial conversation. Any formal referral or commercial arrangement is discussed and agreed directly with you before it's put in place.